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Cetera Financial Group

Investment Banking

Founded: 2010
Headquarters: 200 N Pacific Coast Hwy, El Segundo, CA 90245, USA
Overview
Location
Nebraska, United States
Headquarter
200 N Pacific Coast Hwy, El Segundo, CA 90245, USA
Contact Number
6263561600
No of Employees
2500
Industry
Investment Banking
Contact Email
information@haventower.com
Company Type
Private Company
Website
www.cetera.com
Founded
2010
CEO
Adam Antoniades
Codes
SIC Code 62,628 | NAICS Code 52,523
Annual Revenue
2.1 Billion USD
Total Funding
Not Available
Recent Funding Amount
Not Available
No of Funding Rounds
0
Founders
Dale Brown
Social Handles

Company Overview

Coordinated Planning specializes in coordinating business, estate, life insurance, and charitable planning for busy and successful individuals. The company aims to bridge gaps in advice by ensuring effective collaboration among various financial advisors, including accountants, attorneys, and insurance agents. Their unique approach involves actively suggesting reviews and facilitating communication among advisors to ensure comprehensive and coordinated planning. This service is particularly useful for clients seeking to streamline their financial strategies and enhance advisor interaction.

Employees by Level

C-Level

1

Director

2

Manager

2

Non-Manager

1

Top Contacts

7

Top C-suite Members of Company

Connect with key decision-makers at Cetera Financial Group. View contact details of C-suite executives and leadership team.

NameTitleContact
Brandon DirkschneidChief Executive Officerb****.@coordplan.com
Robert MundyDirectorr****y@coordplan.com
Adam BaileyDirectora****y@coordplan.com
Emma BakerManagere****r@coordplan.com
Robert MundyDirectorr****y@coordplan.com
Adam BaileyDirectora****y@coordplan.com
Nan MerrillClient Relationship Advocaten****l@coordplan.com
Kris MrsnyInsurance Division Managerk****y@coordplan.com

Employees Contact

Are you Seeking to connect with decision-makers? Acquire their contact info, including emails and phone numbers, from credible sources like LinkedIn or trusted websites.

NamePositionPhoneEmailProfile
Alison Anderson
Executive Assistant To Cmo
******7074a.......n@yahoo.com
Ryan Washington
Cloud Architect
******8538r.......n@fcc.gov
Rachel Davis
Catalyst For Change | Senior Recruiter Of The Southwest Us | Cetera Financial Group
******0941r.......s@ceteraadvisors.com
Michael Torello
Assistant Vice President
*******3111m.......o@firstinvestors.com
Julie Hendrickson
Senior Advanced Planning Attorney
******6880j.......n@yahoo.com
Clarissa Pesqueira
Resource Center Specialist
******3357b.......3@yahoo.com
John Akin
Senior Application Developer
******6258j.......n@johnakin.com
Leah Pichay
It Support Specialist
******8583l.......y@gmail.com
Ronny Sosa
Account Administrator
******6880r.......a@cetera.com
Cheryl Conner
Director And Vice President
******3100c.......3@gmail.com
Jacqi Williams
Director, Advisory Operations
******6880j.......s@sbcglobal.net
Thomas Zochowski
Vice President Technology Operations
*******6880t.......i@cetera.com
Teresa Crisafulli
Investment Executive
******6880t.......i@cetera.com
Amy Hebler
Senior Equity Trader
*******2844a.......r@cetera.com
Lori Schmidt
Commissions Research Analyst
******0735l.......t@cetera.com
Bryan Jacobsen
Chief Creative Officer , Wealth Management
******6880b.......n@cetera.com
Austin Blom
Legal Intern
******6880a.......m@cetera.com
Richard Kromah
Systems Administrator
******8616k.......l@yahoo.com
Murli Sujanani
Vice President, Due Diligence Analysis
******6880m.......i@cetera.com
Andres Podesta
User Experience Lead
*******5995a.......a@icloud.com
Lou Sharp
Infrastructure, Storage Management
******6880l.......p@yahoo.com
Elizabeth Nelson
Business System Analyst
******6880e.......n@cetera.com
Maricor Quinto
Commission
******6880m.......o@cetera.com
Mandy Vasher
Secretary
******6880m.......r@cetera.com
Aria Mansouri
Project Manager
******0043a.......i@yahoo.com
Leann Donovan
Operations Communications Manager
******6880l.......n@cetera.com
Janice Lin
Business Coordinator
******6880j.......n@gmail.com
Kevin Bailey
Learning Development Training
******3100k.......y@cetera.com
Andrew Rimer
Advertising Compliance Analyst
******2447a.......r@cetera.com
Janel Vaillancourt
Software Developer
******6880j.......t@cetera.com
Dana Malarney
Due Diligence Business Management
******6880d.......y@hotmail.com
Jazmine Sosa
Commissions Research
******6880j.......a@cetera.com
Mike Jeffries
Advisory Business Consultant
******6880m.......s@cetera.com
Barb Kesterson
Senior Vice President - Head Of Shared Operations
******6880b.......n@cetera.com
Erin Krohn
Senior Operations Specialist
*******5788k.......n@principal.com
Jessica Burkard Stamer
Senior Recruiting Marketing Operations Specialist
******3100j.......r@cetera.com
Mukesh Mehta
Chief Information Officer
******7415m.......a@cetera.com
Bryan Wilhite
Applications Developer
******6880r.......x@songhaysystem.com
Hugh Blocker
Registered Representative
******2926h.......r@cetera.com
Karl Meyer
Advertising Compliance Analyst
******6880k.......r@cetera.com
Carol Bell
Compliance
******3924k.......s@aol.com
Jeff Buchheister
Cfo
*******8910j.......r@cetera.com
Michael Atkinson
Audit
******6880m.......n@cetera.com
Cynthia Hamel
Massachusetts Institute Of Technology
******7439c.......l@cetera.com
Crps® Christina Nakashima-petrucci
Vp, Practice Consulting And Plan Sales
******6568c.......i@cetera.com
Julie Klein
Senior Accountant
******6880j.......n@cetera.com
Susan Theder
Cmo
******7783m.......m@cetera.com
Joseph Ogaz
Talent Management Analyst
*******1251o.......h@yahoo.com
Seth Mcclellan
Director Of Operations
******6880s.......n@cetera.com
Mike Tew
It Director
******3100m.......w@cetera.com
Kandis Bates
Chief Of Staff, Office Of The Chief Executive Officer
******4832k.......s@lpl.com
Michael Lowe
Coordinator
******6880m.......e@cetera.com
Karina Munji
Internal Planning Specialist
******6880k.......i@cetera.com
Ramona Schodin
Executive Assistant To The Chief Marketing Officer
******1501r.......n@hp.com
Joanne Jensen
Operations
******6880j.......n@cetera.com
Dennis Roberts
Assistant Controller
******68809.......s@gmail.com
Matt Fries
Head Of Product
******6880m.......s@cetera.com
Connie Page
Compliance
******3100c.......e@cetera.com
Travis Boak
Business Development Consultant
******3110t.......k@transamerica.com
James Garrison
Retirement Consultant
*******3333j.......n@cetera.com
Joseph Boyko
Internal Planning Specialist
******6880j.......o@cetera.com
Lynette Brown
Resource Center
******1868l.......n@cetera.com
Claire Maurer
Manager, Investment Solutions
******6880c.......r@cetera.com
Gary Burkard
Regional Director And Osj Branch Manager
******6880g.......d@cetera.com
Jawaid Iqbal
Senior Business Lead
******2686j.......y@yahoo.com
Teri Lachermeier
Life And Longterm Care Specialist
*******4732t.......e@bwig.net
Jon Anderson
Director, Retirement Plan Services
******0123j.......n@gmail.com
Lauren Jacobs
Vice President, Investment Solutions
******3613l.......s@gmail.com
Merrill Varghese
Svp, Head Of Digital Demand Generation And Revenue Optimization Officer
******4353m.......e@cetera.com
Dana Malarney
Vice President, Due Diligence Business Management
*******5591d.......y@hotmail.com
Melissa Steffes
Project Manager
******5203m.......s@yahoo.com
Amy Galli
Vice President, Advisor Marketing Programs
******1344a.......i@cetera.com
Ryan Kloberdanz
Operations Associate
******6880r.......z@cetera.com
Larry Rosoff
Investment Solutions
******5415l.......f@worldnet.att.net
John Summers
Financial
******7781j.......s@investorscapital.com
Steve Suzuki
Senior Operations Coordinator
******6880j.......9@yahoo.com
Jaime West
Investment Advisor Representative
******7413j.......1@hotmail.com
Whitney Enlow
Operations Associate
******7655w.......w@gdit.com
John Paek
Regulatory Exam Manager At Cetera Financial Group
******6880p.......j@financialnetwork.com
Bria Didszun
Contract
******5703d.......n@aol.com
Ryan Rasmussen
Finance Manager
******3882r.......n@cetera.com
Devin Meshay
Director, Strategy And Corporate Development
******7128m.......y@gmail.com
Bruce Ehrens
Senior Systems Engineer
******5283b.......s@gmail.com
Vivanh Vongsa
Brokerage Operation Coodinator
*******4815v.......a@cetera.com
Amy Campbell
Advertising Compliance Analyst
******6880a.......l@cetera.com
John Neuenswander
Investment Advisor Representative
*******7959n.......j@financialnetwork.com
Daniel Cassens
Solutions Specialist
******4139d.......s@excite.com
Kevin Frank
Senior Recruiter, Business Development
*******4050k.......k@lfd.com
Erika Perez
Facilities Coordinator
******6880p.......e@ingadvisors.com
Jessica Szeflin
Compliance Regulatory Client Response Department
******6880m.......n@frontiernet.net
Quinton Green
Supervision
******9432q.......n@aig.com
Marc Torio
End User Computing Engineer
******0252m.......o@qualcomm.com
Soheila Farhangi
Corporate Accounting
******6880s.......i@cetera.com
Nicholas Klaiber
Investment Solutions Analyst
*******8405n.......3@gmail.com
Elyssa Lamoureux
Vice President, Advisor Relations
*******3398e.......x@lpl.com
Nadeera Gunawardena
Senior Database Services Specialist, Oracle, Ms Sql Server
******6880n.......a@gmail.com
Buse Alkan
Data Analyst
******6880b.......n@cetera.com
John Ziegwied
Shared Services Accounting
******0222j.......d@cetera.com
Tibyasa Matovu
Senior Vice President Of Internal Audit
******3070t.......a@dividendsolar.com
Blake Griffin
Human Resources Leaves Coordinator
******2640b.......n@cetera.com

Email Formats

Discover the email patterns used at Cetera Financial Group to connect with the right people.

Email FormatExamplePercentage
firstname.lastname@company.comjohn.doe@company.com45%
firstname@company.comjohn@company.com30%
firstinitial.lastname@company.comj.doe@company.com15%
firstname_lastname@company.comjohn_doe@company.com10%

View Email formats of the company.

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Technology Stack

RSS
RSS
Miscellaneous

RSS is a family of web feed formats used to publish frequently updated works—suc...

reCAPTCHA
reCAPTCHA
Security

reCAPTCHA is a free service from Google that helps protect websites from spam an...

Google Font API
Google Font API
Font scripts

Google Font API is a web service that supports open-source font files that can b...

Font Awesome
Font Awesome
Font scripts

Font Awesome is a font and icon toolkit based on CSS and Less.

Twitter Emoji (Twemoji)
Twitter Emoji (Twemoji)
Font scripts

Twitter Emoji is a set of open-source emoticons and emojis for Twitter, TweetDec...

Spin.js
Spin.js
JavaScript libraries

Spin.js is a configurable JavaScript/CSS spinner serving as a resolution-indepen...

Select2
Select2
JavaScript libraries

Select2 is a jQuery based replacement for select boxes. It supports searching, r...

jQuery UI
jQuery UI
JavaScript libraries

jQuery UI is a collection of GUI widgets, animated visual effects, and themes im...

jQuery Migrate
jQuery Migrate
JavaScript libraries

Query Migrate is a javascript library that allows you to preserve the compatibil...

jQuery
jQuery
JavaScript libraries

jQuery is a JavaScript library which is a free, open-source software designed to...

FancyBox
FancyBox
JavaScript libraries

FancyBox is a tool for displaying images, html content and multi-media in a Mac-...

core-js
core-js
JavaScript libraries

core-js is a modular standard library for JavaScript, with polyfills for cutting...

Flywheel
Flywheel
Hosting

Flywheel technology used by Cetera Financial Group

Priority Hints
Priority Hints
Performance

Priority Hints exposes a mechanism for developers to signal a relative priority ...

Bootstrap
Bootstrap
UI frameworks

Bootstrap is a free and open-source CSS framework directed at responsive, mobile...

PHP
PHP
Programming languages

PHP is a general-purpose scripting language used for web development.

MySQL
MySQL
Databases

MySQL is an open-source relational database management system.

WordPress
WordPress
CMS

WordPress is a free and open-source content management system written in PHP and...

Frequently Asked Questions

What is the address of Cetera Financial Group's headquarters?

Cetera Financial Group is headquartered at 200 N Pacific Coast Hwy, El Segundo, CA 90245, USA.

How can I contact Cetera Financial Group by phone?

You can reach Cetera Financial Group by calling their customer support number at 6263561600.

What is the official website for Cetera Financial Group?

You can visit Cetera Financial Group's official website at www.cetera.com.

How much revenue does Cetera Financial Group generate?

Cetera Financial Group reports an annual revenue of approximately 2.1 Billion USD.

What is the SIC code for Cetera Financial Group?

The Standard Industrial Classification (SIC) code for Cetera Financial Group is 62,628.

What is the NAICS code for Cetera Financial Group?

Cetera Financial Group falls under the NAICS code 52,523.

How many people work at Cetera Financial Group?

Cetera Financial Group has a workforce of about 2500 employees.

Which technologies are used by Cetera Financial Group?

Cetera Financial Group utilizes technologies like RSS, reCAPTCHA, Google Font API.

Who is the Chief Executive Officer (CEO) of Cetera Financial Group?

The CEO of Cetera Financial Group is Adam Antoniades.

How can I get in touch with Cetera Financial Group?

To contact Cetera Financial Group, call 6263561600 or visit their website at www.cetera.com

Is Cetera Financial Group a publicly traded company?

No, Cetera Financial Group is a private company.

Which industry is Cetera Financial Group part of?

Cetera Financial Group operates in the Investment Banking, Finance industry.

Who are the main competitors of Cetera Financial Group?

Key competitors of Cetera Financial Group include Cl Financial Planning, Powers Financial Resources, Victory Financial Planning, Legacy Investments & Insurance Services

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